Lin Lin is a financial advisor at Citigroup Global Markets with nine years of industry experience. Lin holds the Series 66 designation and previously worked at HSBC Bank USA, HSBC Securities USA, Bank of America, and Merrill. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs including discretionary and non-discretionary strategies. The firm integrates multi-asset, multi-manager approaches and operates with institutional scale, providing broker-dealer execution, custody services, and derivatives trading.

Angelica Betancourt is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and bringing 17 years of industry experience. She has been with Transamerica Financial Advisors since 2012 and is also involved in several business ventures, including Pro Services Rendered, LLC, Team Conquer Inc, GAV Property Management, LLC, and All For Janitorial Services Inc. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, utilizing model portfolios and third-party money managers through multiple program platforms such as Transamerica ONE and the TFA365 Advisory Program.

Chase Morris is a financial advisor at AE Wealth Management, LLC with four years of industry experience. He holds a Series 65 designation and also practices law as a solo attorney. Morris is involved in tax strategy and planning through his role as an officer and partial owner of Clarity Tax Partners, LLC, and he also manages insurance services with Sears Wealth Management & Insurance Solutions. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement plan consulting to a diverse client base including individuals, corporations, trusts, and ERISA plan sponsors. The firm emphasizes model portfolio and direct asset management programs supported by fundamental, technical, and cyclical investment analysis.

Stephen Short is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and six years of industry experience. His career background includes roles at Barons Enterprise International Inc, Debtmerica, and WealthWave. Outside of traditional advisory work, he is involved in marketing and client facilitation activities through Barons Enterprise International Inc and WealthWave. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and charitable organizations, offering both advisory and broker-dealer services with proprietary and third-party investment programs.

Daniel Yee is a financial advisor with Money Concepts Capital Corp in Riverside, CA, holding Series 65 and Series 66 licenses and bringing 24 years of industry experience. He has been with Money Concepts Capital Corp since 2008 and operates Vision Solved Franchise Services as a franchise consultant. Additionally, he provides medical insurance consulting through a sole proprietorship. Money Concepts Advisory Service (MCAS) manages portfolios and offers financial planning and consulting services to individuals, pension plans, trusts, charitable organizations, and corporations. The firm utilizes a range of managed programs and investment strategies, including proprietary retirement model portfolios and third-party sub-advisers, serving approximately 14,700 clients with about $3.33 billion in assets under management.

Fanyi Zeng is a financial advisor at Transamerica Financial Advisors with Series 65 and Series 63 licenses. Zeng has experience working at several financial institutions including US Bank, Comerica Bank, and Jackson National Life. Outside of advisory work, Zeng is involved with World System Builders and World Financial Group Insurance Agency. Transamerica Financial Advisors serves a diverse client base including individuals, pension plans, trusts, charitable organizations, and corporations. The firm offers a blend of advisory and broker-dealer services, providing access to proprietary and third-party investment models with both discretionary and non-discretionary program options.

Robert Lee is a financial advisor with Citigroup Global Markets Inc., holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has been with Citigroup Global Markets since 2012. Citigroup Global Markets serves individual and institutional clients across various wealth segments, providing investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies implemented through discretionary and non-discretionary programs, supported by in-house research and unique market roles.

Kevin Landen is a financial advisor at VALIC Financial Advisors with 18 years of industry experience. He holds Series 63, 65, and 66 licenses and has been with VALIC Financial Advisors since 2015. In addition to his advisory role, Landen has been involved with Thornton Winery since 2007 and works as a real estate agent for EXP Realty of Southern California, assisting family and friends with property transactions. VALIC Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and consulting services through a large network of advisors, utilizing discretionary unified managed accounts and overlay services on Envestnet’s platform.

Dean Dean Sanderson is a financial advisor at Transamerica Financial Advisors with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Transamerica since 2012. Outside of his advisory role, he serves as president of The Life Builders, Inc., a family corporation, and provides in-home care for his son. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations. The firm offers both advisory and broker-dealer services, featuring proprietary and third-party model portfolios with discretionary and non-discretionary options.

Michael Barragan is a financial advisor with Eagle Strategies (NY Life) in San Dimas, CA, holding a Series 66 designation and 15 years of industry experience. His prior work includes roles at Bank of America, Merrill, Mutual of America Securities, Ameriprise, and Massachusetts Mutual Life Insurance Company. In addition to advisory work, he is appointed with outside carriers to broker non-registered insurance products. Eagle Strategies serves a broad mix of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm emphasizes tailored recommendations and manages most assets on a non-discretionary basis.

Kenneth Beber is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Independent Financial Group since 2011. Outside of his advisory role, Beber serves as a board member for the Little Elm ISD Educational Foundation and volunteers as a school board member for the Little Elm Independent School District. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser that provides brokerage, portfolio management, financial planning, and retirement plan services to individuals, charities, corporations, and plan sponsors. The firm manages approximately $11.3 billion in regulatory assets and offers advisory programs through its AccessPoint platform and third-party asset managers.

Valencia Jones is a CFP® with six years of industry experience, currently advising at Wealth Enhancement Advisory Services, LLC. Her background includes roles at Tapin/EY and Origin Financial, along with service at Magellan Federal / Armed Forces Service Corp. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach combining passive and active strategies overseen by an internal Investment Committee.

Vanessa Sainz is a financial advisor at D.A. Davidson & Co. in Claremont, California, holding a Series 66 designation with eight years of industry experience. She has been with D.A. Davidson & Co. since 2013. D.A. Davidson & Co. provides investment advisory and brokerage services to a wide range of clients, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers various advisory services under the Advisers Act fiduciary standard and ERISA fiduciary duties, featuring advanced financial planning tools and a specialized Private Wealth program for high-net-worth clients.

Jeffrey Wu is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. His career includes roles at Wells Fargo Advisors, CTBC Bank, and Cetera, among others. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with specialized market roles, including in-house research and derivatives services.

Roel Aguinaldo is a financial advisor at VALIC Financial Advisors with nine years of industry experience. He holds the Series 66 designation and has worked at VALIC Financial Advisors since 2017. Outside of his advisory role, he operates an affiliate marketing business focused on health and fitness products. VALIC Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Tanja Shibley is a Series 66 licensed financial advisor with D.A. Davidson & Co. in Claremont, CA, where she has worked since 2016. She has 19 years of industry experience. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm operates under the Advisers Act fiduciary standard and ERISA fiduciary duties for retirement accounts, offering a range of services such as retirement plan advisory, equity research, modular and comprehensive financial planning, and a Private Wealth program for high-net-worth clients.

Richard Fontana is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked with Private Advisor Group since 2018 and previously with Independent Financial Partners and LPL Financial. Outside of his advisory role, he serves as secretary for Enhanced Sports Solutions, a company that designs and manufactures safety equipment for MLB umpires and catchers. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion for more than 135,000 clients, including individuals, trusts, estates, and institutional clients. The firm offers a range of portfolio management and financial planning services, utilizing multiple investment strategies and third-party platforms to tailor solutions based on client objectives and risk tolerances.

Timothy Hacker is a financial advisor at Focus Advisor Solutions, LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Buckingham Strategic Partners, LLC and Loring Ward. Focus Advisor Solutions provides turnkey asset management and back-office services primarily to independent registered investment advisors, offering model portfolios, operational support, and fixed-income sub-advisory services. The firm manages approximately $41 billion in assets and serves over 33,000 clients through a relatively small team of about 42 advisors.

Wei Ping Lo is a financial advisor with Independent Financial Group, LLC, holding Series 65 and Series 63 licenses and four years of industry experience. Prior to joining Independent Financial Group in 2024, he worked at Clearwater Benefits LLC, Transamerica Financial Advisors, Inc., and other firms. Outside of his advisory role, he is an officer and owner at Avilia Inc. Independent Financial Group is a large advisory and brokerage firm serving individuals, trusts, corporations, business owners, and plan sponsors. The firm offers investment advisory programs, financial planning, and retirement plan services, utilizing a range of platforms and model portfolios, and operates as both a registered investment adviser and active broker-dealer.

Valerie Bullock is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. She has been with Transamerica Financial Advisors since 2015 and also has affiliations with World Financial Group, Inc. Outside of her advisory work, she is involved in the sales of insurance products for companies affiliated with her firm. Transamerica Financial Advisors serves a broad client base including individual investors, employer-sponsored retirement plans, trusts, estates, charitable organizations, and businesses. The firm’s advisory approach emphasizes model portfolios and third-party managers, supported by multiple program platforms such as Transamerica ONE and TFA365.